SWP
PEP icon

Sagespring Wealth Partners’s PepsiCo PEP Stock Holding History

Sagespring Wealth Partners’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Buy
18,028
+1,444
+9% +$225K 0.05% 167
2025
Q4 		$2.38M Buy
16,584
+2,345
+16% +$345K 0.04% 169
2025
Q3 		$2M Buy
14,239
+3,189
+29% +$455K 0.04% 181
2025
Q2 		$1.46M Buy
11,050
+830
+8% +$112K 0.03% 214
2025
Q1 		$1.53M Buy
10,220
+266
+3% +$39.6K 0.04% 188
2024
Q4 		$1.51M Buy
+9,954
New +$1.63M 0.04% 167

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Sagespring Wealth Partners's PEP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its PepsiCo (PEP) stake by 8.7% in Q1 2026, buying an estimated $225K and bringing the position to 18,028 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #167.

Sagespring Wealth Partners first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sagespring Wealth Partners held 18,028 shares of PepsiCo worth $2.8M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,444 PepsiCo shares in Q1 2026, an estimated $225K.
  • PepsiCo made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Sagespring Wealth Partners first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.